1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CIRCLE ADVISERS INC

Map pinNEW YORK, NY
Phone212-885-4200
NotebookSEC #801-18150
Total AUM
$868.2M
Employees
8
Clients
350

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
420 LEXINGTON AVENUE
SUITE 2500
NEW YORK
NY 10170
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
212-885-4200
Other Offices
7

ReceiptFinancials

Total AUM
$868.2M
Accounts
1,156
Discretionary
$0
Accounts
0
Non-Discretionary
$868.2M
Accounts
1,156

ContactClients

View more in analytics →

HNW Individual Clients
348
AUM
$854.9M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M
Corporation or Business Clients
1
AUM
$11.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLLAMANHNJNYPATXVAVT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account